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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,523 | $138,114-46.8% | $125,391-41.4% | $134,545-45.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.31% | 750.88%-749.6pp | 572.41%-571.1pp | 418.37%-417.1pp |
| Employer contribution / active EE | $1,806 | $5,246-65.6% | $4,816-62.5% | $4,742-61.9% |
| Participant deferral / active EE | $3,000 | $7,801-61.5% | $7,448-59.7% | $6,401-53.1% |
| Admin fee / account holder | $703 | $11,570-93.9% | $10,009-93.0% | $11,431-93.9% |